M&R Capital Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

M&R Capital Management’s Portfolio SPSB Stock Details SPSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$7.84K	Hold	259	–	–	﹤0.01%	417
2024 Q2	$7.69K	Hold	259	–	–	﹤0.01%	396
2024 Q1	$7.71K	Hold	259	–	–	﹤0.01%	394
2023 Q4	$7.71K	Hold	259	–	–	﹤0.01%	430
2023 Q3	$7.59K	Hold	259	–	–	﹤0.01%	416
2023 Q2	$7.62K	Hold	259	–	–	﹤0.01%	418
2023 Q1	$7.67K	Hold	259	–	–	﹤0.01%	404
2022 Q4	$7.61K	Hold	259	–	–	﹤0.01%	381
2022 Q3	$7K	Hold	259	–	–	﹤0.01%	361
2022 Q2	$7K	Hold	259	–	–	﹤0.01%	359
2022 Q1	$7K	Buy	+259	New	+$7.9K	﹤0.01%	362

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

M&R Capital Management's SPSB Position: Q3 2024 in Review

M&R Capital Management held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q3 2024 at 259 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

M&R Capital Management first reported a position in SPSB in Q1 2022 and has held it in 11 quarters since. 529 funds tracked by Wall St. Rank hold SPSB as of Q3 2024.

M&R Capital Management held 259 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $7.84K as of Q3 2024.
M&R Capital Management left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q3 2024.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #417 holding.
M&R Capital Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2022 and has held it in 11 quarters since.
529 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.